See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,618 | $100,773-90.5% | $88,946-89.2% | $142,382-93.2% |
| Participation rate | 29.4% | 74.3%-44.9pp | 68.8%-39.4pp | 80.1%-50.7pp |
| Annual return | 12.05% | 70.18%-58.1pp | 57.82%-45.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $498 | $2,918-82.9% | $2,555-80.5% | $4,299-88.4% |
| Participant deferral / active EE | $695 | $5,230-86.7% | $4,581-84.8% | $6,507-89.3% |
| Admin fee / account holder | $2,836 | $9,693-70.7% | $8,261-65.7% | $12,624-77.5% |